Institutional Ownership Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV). We have compiled data on the 879 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,948,321
shares
|
$670 Million
12.83% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,071,368
shares
|
$368 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,070,895
shares
|
$368 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,033,687
shares
|
$355 Million
0.01% of portfolio
|
Q2 2024
Added 7.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
944,330
shares
|
$325 Million
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
898,345
shares
|
$309 Million
31.49% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
605,425
shares
|
$208 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
Nov 14, 2024 Q3 2024 |
573,920
shares
|
$197 Million
30.47% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
558,944
shares
|
$192 Million
10.97% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
469,157
shares
|
$161 Million
0.07% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
466,979
shares
|
$161 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
451,720
shares
|
$155 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
448,160
shares
|
$154 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
430,122
shares
|
$148 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
389,923
shares
|
$134 Million
8.3% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
319,682
shares
|
$110 Million
0.07% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
313,229
shares
|
$108 Million
0.15% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
307,026
shares
|
$106 Million
11.78% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
294,384
shares
|
$101 Million
19.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
258,415
shares
|
$88.9 Million
0.12% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
244,475
shares
|
$84.1 Million
0.24% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
239,721
shares
|
$82.4 Million
0.88% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
238,877
shares
|
$82.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
234,561
shares
|
$80.7 Million
0.02% of portfolio
|
Q3 2024
Added 36.38%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
233,983
shares
|
$80.5 Million
7.17% of portfolio
|
Q3 2024
Reduced 4.94%
|